I think I understand now; as soon as the narrative of ZEC 'rising to 10000U' gains traction, there will definitely be movement on the old black side!
As expected, the news came: he started selling ETH in batches, rebalancing and aiming all at DeFi-themed altcoins. Everyone is guessing that his bets this time are likely on $AAVE, $UNI, and that controversial yet promising $ASTER.
To be honest, when I saw the words 'DeFi's second spring,' my heart started racing. During the 'DeFi summer' of 2020, it felt like gold was everywhere, and you could buy with your eyes closed and still make a profit. But times have changed; can the same story be told a second time? I tend to believe that the next bull run will belong to AI or RWA (real-world assets). Today's DeFi is no longer a playground for retail investors but has become a compounding tool for large funds seeking 'cash flow + governance rights + monopoly position.'
Lao Hei's logic is clear: do not bet on narratives, only bet on the absolute leaders with the money-printing effect. AAVE earns from lending spreads, UNI monopolizes spot trading flows; these are businesses that can generate continuous cash. But the problem is that for most ordinary people with limited capital, who cannot rely on dividends to 'lay back and earn' like whales, the threshold for such top blue chip strategies is too high. We neither have the patience for long dividend cycles nor can we withstand the severe volatility they may accompany with the market.
So, is there a way for us to participate in this 'stable cash flow + compound growth' paradigm with a lower entry barrier, without risking which DeFi token might rise to 500U? This precisely directs our attention to a more foundational and fundamental choice: to become a beneficiary of the foundational interest rates in the crypto economy, rather than a player in a single application.
And this character is precisely what protocols like @usddio empower ordinary holders with. The #USDD it constructs is a stable asset that essentially programs the 'yield' attribute into the asset itself.
Overcoming project selection anxiety: Embrace 'protocol layer cash flow.'
Rather than getting tangled up in whether to buy AAVE, UNI, or ASTER, it is better to consider a more fundamental question: regardless of which of these application-layer protocols ultimately prevails, they all require a safe, efficient, and automatically appreciating underlying value carrier for settlement, collateral, and storage.
@usddio provides USDD, precisely targeting this role. Its goal is not only to peg to 1 dollar but also to enable holders of USDD to share in the network growth dividends through its protocol mechanism, generating stable, predictable cash flows. This amounts to:
A lower barrier 'blue chip strategy': You do not need to invest heavily in governance tokens to share protocol income; holding USDD may yield similar 'protocol dividends.'
A more fundamental safe asset: It does not rely on the success of a single DeFi application but is based on the entire ecosystem's demand for robust yield-generating assets. This represents a more decentralized, lower-level risk exposure.
Guarding certain growth amidst narrative rotations.
Lao Hei's operations are based on a prediction: DeFi leaders will be revalued due to their cash flow capabilities. And @usddio's logic is one step ahead: in the future, a portion of the value generated by any successful crypto economic activity will settle and feedback to the stable currency layer that supports its operation.
When you are chasing whether AAVE can double or whether ASTER can become a 'myth of ten thousand times,' your assets are exposed to huge volatility and uncertainty. Allocating a portion of assets to yield-generating stable assets like USDD constructs a deterministic growth foundation for your overall crypto wealth. It does not pursue explosive growth, but ensures that regardless of market trends (DeFi, AI, or RWA), this part of your assets quietly and continuously appreciates.
Conclusion: Smart money is laying out the 'future,' while wise money is building the 'foundation.'
The movements of whales like Lao Hei are worth paying attention to, revealing the market's trend from pure narrative speculation towards a return to cash flow value. But for most of us, rather than struggle to replicate the strategies of whales that require substantial capital and high risk tolerance, it is better to lay out those underlying infrastructures that will inevitably benefit regardless of how whales maneuver.
@usddio represents such a 'foundational' opportunity. It does not argue with you about whether the next windfall is DeFi or AI; it only ensures one thing: when these windfalls need blood (liquidity), as the provider of that blood itself (stablecoin), you will be rewarded for its 'blood-making' (yield) capability.
In the clamor of a bull market, some chase the next 'ASTER.' But true long-termism may be to place a portion of your chips on the fundamentals that allow all 'ASTERs' to run smoothly.
Discussion: Between pursuing high growth DeFi blue chips and stable yield-generating underlying protocols, how do you prefer to balance your allocation?
